+743.6%
XBI vs POET
-20.5%
+764.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.6% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -2.0% | -10.4% | +8.4% | -1.7% |
| 3M | +17.8% | -29.3% | +47.1% | +18.8% |
| 6M | +23.7% | +6.9% | +16.9% | +20.5% |
| YTD | +28.2% | +25.6% | +2.6% | +23.8% |
| 1Y | +64.0% | +49.2% | +14.8% | +56.3% |
| 3Y | +99.4% | +128.4% | -29.0% | +80.4% |
| 5Y | +19.3% | -4.2% | +23.6% | +9.3% |
| 10Y | +158.7% | +30.3% | +128.4% | +126.0% |
| All | +743.6% | -20.5% | +764.1% | +609.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling